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Investmark Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Investmark Advisory Group’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,282
Closed -$50K – 156
2021
Q4 		$50K Buy
+2,282
New +$51.2K 0.05% 160

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AA
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Investmark Advisory Group's EPD Position: Q1 2022 in Review

Investmark Advisory Group sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 2,282 shares — an estimated $50K sold.

Investmark Advisory Group first reported a position in EPD in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • Investmark Advisory Group reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 2,282 Enterprise Products Partners shares in Q1 2022, an estimated $50K.
  • Investmark Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Enterprise Products Partners position peaked at $50K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.